IRS Issues Rollover Guidance Under SECURE 2.0
The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.
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FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market
FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England
Driving New England growth through independent, advisor-focused retirement solutions.
FuturePlan by Ascensus Adds Ryan Moore as Regional Vice President to Strengthen Advisor Partnerships
Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii.
IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia.
IRS Issues Notice on Saver's Match
The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.
IRS Releases Draft Form 5329
The Internal Revenue Service has posted 2026 draft Form 5329.
IRS Posts 2027 Draft Forms W-4P, W-4R
The Internal Revenue Service has released the 2027 draft Form W-4P and 2027 draft Form W-4R.
IRS To Issue Cycle 4 Opinion Letters Soon
The Internal Revenue Service has issued Announcement 2026-15, indicating that it intends to issue opinion letters for defined contribution pre-approved plans updating qualification requirements under Cycle 4.
Retirement Plan Disaster Assistance May Be Available for Several Disasters
The Federal Emergency Management Agency issued Major Disaster Declarations on August 3 for storms in Nebraska, Missouri, Mississippi, and West Virginia.
Retirement Simplification and Clarity Act Introduced
Senators Roger Marshall (R-KS), and Kirsten Gillibrand (D-NY), have introduced S. 5156, the Retirement Simplification and Clarity Act.
Emergency Savings Enhancement Act Clears Committee
The Emergency Savings Enhancement Act, introduced last year by Senators Cory Booker (D-NJ) and Todd Young (R-IN), and amended by Senator Bill Cassidy ahead of a hearing, cleared the Senate HELP Committee.
SAFE Banking Act Reintroduced
Representative Dave Joyce (R-OH) has introduced H.R. 9471, the SAFE Banking Act.
Home Savings Account Proposed in House
Representative Scott Perry (R-PA) has introduced H.R. 9480, to encourage savings for home purchases.
New ESG Proposed Rule at OMB
The Office of Management and Budget received a proposed rule, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights, from the Department of Labor.
Sonderling Nominated as Secretary of Labor
President Trump announced the nomination of Keith Sonderling as the Secretary of Labor, following the departure of Lori Chavez-DeRemer, who stepped down in April.
House Passes Bill to Protect Seniors' Savings
H.R. 2478, the Financial Exploitation Prevention Act, would enable “an open-end investment management company” to delay a transaction if a transfer agent suspects exploitation of an individual.
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